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JPMorgan Chase
JPM

Overview Fund Activity

4,593 hedge funds and large institutions have $486B invested in JPMorgan Chase in 2025 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 1,841 increasing their positions, 2,102 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,593
Holders Change
-8
Holders Change %
-0.17%
% of All Funds
62.39%
Holding in Top 10
833
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+5.44%
% of All Funds
11.31%
New
206
Increased
1,841
Reduced
2,102
Closed
131
Calls
$7.15B
Puts
$8.45B
Net Calls
-$1.3B
Net Calls Change
+$1.05B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$994M
2
UBS Group
UBS Group
Switzerland
+$492M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$393M
4
BlackRock
BlackRock
New York
+$375M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$341M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.34B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$1.3B
3
Capital International Investors
Capital International Investors
California
-$995M
4
Capital World Investors
Capital World Investors
California
-$906M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$891M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
1576
Vestmark Advisory Solutions
Massachusetts
$6.74M +$3.4M +13,871 +102%
Kayne Anderson Rudnick Investment Management
1577
Kayne Anderson Rudnick Investment Management
California
$6.67M +$258K +1,050 +4%
QCM
1578
Qsemble Capital Management
New York
$6.67M +$6.67M +27,180 New
DCM
1579
Delta Capital Management
New Jersey
$6.67M -$261K -1,065 -4%
IAMOG
1580
Investors Asset Management of Georgia
Georgia
$6.65M -$85.9K -350 -1%
DAS
1581
Diversify Advisory Services
Utah
$6.65M +$222K +907 +3%
SFS
1582
Strategic Financial Services
New York
$6.64M -$321K -1,308 -5%
MA
1583
Modus Advisors
Minnesota
$6.63M +$94.2K +384 +1%
BOPW
1584
Brandywine Oak Private Wealth
Pennsylvania
$6.63M -$135K -552 -2%
AF
1585
Advisornet Financial
Minnesota
$6.61M -$464K -1,892 -7%
MCCA
1586
Mill Creek Capital Advisors
Pennsylvania
$6.6M +$54.5K +222 +0.8%
AF
1587
Arrow Financial
New York
$6.6M -$3.13M -12,741 -32%
IIC
1588
Ironwood Investment Counsel
Arizona
$6.6M +$105K +429 +2%
ACS
1589
Archford Capital Strategies
Illinois
$6.59M +$1.71M +6,968 +35%
JSW
1590
Journey Strategic Wealth
New Jersey
$6.59M +$1.49M +6,089 +29%
MWM
1591
Mattern Wealth Management
Kansas
$6.59M +$90.8K +370 +1%
ST
1592
Smithfield Trust
Pennsylvania
$6.59M -$162K -660 -2%
RCM
1593
RB Capital Management
Nevada
$6.59M +$158K +644 +2%
SGCA
1594
Steel Grove Capital Advisors
Tennessee
$6.57M -$9.81K -40 -0.1%
FPB
1595
First PREMIER Bank
South Dakota
$6.57M -$219K -893 -3%
GM
1596
GeoWealth Management
Illinois
$6.57M -$1.55M -6,336 -19%
LA
1597
LVW Advisors
New York
$6.56M -$136K -554 -2%
MW
1598
Marcum Wealth
Ohio
$6.56M -$2.07M -8,424 -24%
NRC
1599
New Republic Capital
North Carolina
$6.56M +$1.72M +7,010 +36%
CIG
1600
Consolidated Investment Group
Colorado
$6.55M -$243K -990 -4%
62 63
64
65 66